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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,101 |
QUINONES ARCHILLA2 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $14,772 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $3,693 |
Filed as: ORIENTAL PENSIONS CONSULTATION Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $600 |
Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,507 | $94,833-68.9% | $75,717-61.0% | $86,813-66.0% |
| Participation rate | 57.8% | 79.1%-21.3pp | 74.8%-17.1pp | 72.3%-14.5pp |
| Annual return | 13.83% | 16.91%-3.1pp | 104.58%-90.8pp | 97.93%-84.1pp |
| Employer contribution / active EE | $1,005 | $2,904-65.4% | $2,743-63.3% | $2,406-58.2% |
| Participant deferral / active EE | $719 | $3,632-80.2% | $3,821-81.2% | $4,131-82.6% |
| Admin fee / account holder | $134 | $109+23.2% | $3,619-96.3% | $170-21.1% |